This integration aims to provide legal professionals with a seamless, efficient, and powerful tool for online review management, ultimately building trust and fostering business growth.
About Propel
Propel is a comprehensive review management platform designed to help businesses, including legal firms, manage their online reputation effectively. By following the 3 A’s of successful review management—automating review requests, aggregating reviews from multiple platforms, and providing insightful analytics—Propel enables legal professionals to enhance their online presence, build trust, and attract more clients.
About Clio
Clio is renowned for its cloud-based legal practice management, client intake, and legal CRM software that streamlines law firm operations. Trusted by over 150,000 legal professionals in more than 100 countries and approved by 70+ bar associations and legal societies, Clio offers industry-leading security, 24/5 customer support, and an unparalleled app ecosystem.
How Propel Benefits Legal Professionals?
- Automate Review Requests – Propel allows legal professionals to automate their review request process, significantly increasing the likelihood of clients leaving positive reviews. This hands-off approach ensures that legal professionals can focus on their practice while still actively managing their online reputation.
- Aggregate Reviews in a Widget – Propel seamlessly integrates various review platforms into a single widget that can be placed on the law firm’s website. This aggregation not only builds a trust angle with potential clients but also simplifies the management of reviews from multiple sources. It provides a comprehensive view of client feedback, helping firms maintain a strong and trustworthy online presence.
- Analyze and Gain Insights – Propel’s powerful analytics enable legal professionals to see who is reading their reviews and contacting their firm. This data is crucial for understanding client behavior and improving service offerings.
How Propel Works with Clio
This integration is designed to automate the review request process for Propel clients using Clio Manage, ensuring a smooth and efficient workflow.
Contact Sync: When a client creates a new contact in Clio, the name, email ID, and number of the contact will automatically sync in the client’s Propel customer section.
Matter Management: As the client manages matters in Clio, upon closing a matter, a request will be triggered to the client for review approval.
Review Request: Upon client approval, the customer will receive an email requesting a review.
Notification: Once the review is submitted by the customer, the client will receive a notification of the new review.
Conclusion
Discover how Propel’s integration with Clio can elevate your legal practice by simplifying review management, building trust, and driving business growth. Visit Clio’s App Directory to learn more.
